Financial advisory is an art that connects intellectual thinking, strategy building and planning with money management. A financial advisor is an agency or an individual who can provide financial services associated with various financial aspects such as investment management, tax payment, asset management, etc. Financial advisors include financial planners, insurance agents, brokers, investors, lawyers, private bankers, accountants, etc. Here is a list of the best financial advisory services available in the country:
The Vanguard Group, based in Pennsylvania, is a leading investment advisor in the United States. It is one of the most prominent financial advisor firms and has more than $7 trillion in global assets under management. Vanguard is famous for its low advisor fees and its huge variety of offerings. Their significant services include mutual funds, exchange-traded funds, brokerage services, financial planning, asset management, and trust services. The company provides its investors and customers unlimited access to financial advisors, low expense ratio on funds, solid investment selection plans, goal-based planning, etc.
Montag & Caldwell
Montag & Caldwell, a financial advisory firm based in Atlanta, is among the best financial advisors ranked by CNBC. This firm’s total asset under management is expected to be more than $2.3 billion. The company aims to provide its clients with high-quality financial advisory services and superior returns. They emphasize maintaining high standards of business ethics and a strong commitment to producing investment results for customers. The major service of this financial establishment is providing advisory services on investments in equities and fixed income securities. Their investment policy group comprising portfolio managers and research analysts contributes to a smoother decision-making process.
Betterment is a financial advisory firm based in New York City. The company is registered with the U.S. Securities and Exchange Commission and aims to provide cash management and investment services in digital form. Betterment provides its customers with investment, cash management, and planning options such as automated investing, crypto investment, checking services, retirement planning, etc. You can make quicker investments by signing up for the Betterment mobile application. Investors can start their journey with even ten dollars and utilize automated strategies and tools to grow their assets.
An independent financial advisory firm headquartered in Washington, Fisher offers its clients a wide variety of financial advisory services. With commitment and a personalized approach, Fisher claims to manage $197 billion for investors globally. They are transparent about all the investment decisions they make. Fisher investment aims to provide disciplined and straightforward investments through its long-term financial advisory services such as budgeting, personalized portfolio management, and annuity assessment. Additionally, they also offer retirement plans and other financial planning services.
J.P. Morgan Asset Management
The J.P Morgan Chase & Co. is a multinational investment bank and private financial service holding company with significant importance in the country’s history. The company was founded by none other than the legendary John Pierpont Morgan, a veteran investment banker and financier of the late nineteenth century. As a global financial advisor, the company focuses on strategic advice and solutions for various financial aspects such as investment banking, risk management, capital raising, commercial banking, and merchant services.
While selecting the firm of your choice, you can analyze information regarding their services, consulting fees, advisory certifications, minimum investments, availability, location, etc., so that you can choose with confidence.